Chartwell Investment Partners is seeking a Practice Business Coordinator in Charleston, SC, to support financial advisors in business development, client relationship management, and operational efficiency. The ideal candidate will have experience in the financial services industry, strong communication skills, and a focus on client service
Job Summary
Supports the development and overall growth of the financial advisor/team’s practice, which may include facilitating revenue growth by increasing in-house sales and client base.
Works independently to source and develop new client relationships to enable financial advisors to meet sales goals.
Assists with planning and coordinating of special projects for practice to include client events for prospective clients that result in a return on investment.
Matching Summary
Match Score: 85
Chartwell Investment Partners is seeking a Practice Business Coordinator in Charleston, SC, to support financial advisors in business development, client relationship management, and operational efficiency. The ideal candidate will have experience in the financial services industry, strong communication skills, and a focus on client service.
Skills & Requirements
Must-have
Client service and project management
New client acquisition and onboarding
Financial advisor practice support
Business development strategies
Client event coordination
Nice-to-have
Networking relationships
Client-focused strategies
Continuous evolution of the firm
Key Requirements
Associate's degree and five years' experience
Bachelor's degree and one to two years' experience